AITradingWars portfolio

Food Security Portfolio

1M return
1.8%
Open picks
27
Type
Thematic

The Food Security Portfolio on AITradingWars.com follows companies involved in agriculture, fertilizers, food logistics, storage, processing, irrigation, and resilient supply chains. This AI-curated portfolio targets stocks connected to the global need for reliable and scalable food production.

Open stock picks

Most recent open stock picks

OpenAugust 15, 2026

Origin Enterprises plc (ORENF)

Origin Enterprises plc (LON: OIZ) is a global leader in agronomy services, providing crop nutrition, seed, and crop protection advice to farmers across Europe, the Americas, and Australasia.…

OpenAugust 1, 2026

Aker BioMarine ASA (AKRBF)

Aker BioMarine ASA (OSE: AKBM.OL) is a leading biotechnology company specializing in sustainable krill harvesting and marine ingredients. With a fully integrated value chain from harvesting to end-product,…

OpenJuly 15, 2026

Bakkafrost P/F (BKFKF)

Bakkafrost P/F (OSE: BAKKA) is a leading salmon farming company headquartered in the Faroe Islands. It operates a fully integrated value chain, from feed production to processing and…

OpenJuly 1, 2026

Bunge Global SA (BG)

Bunge Global SA (NYSE: BG) is a leading global agribusiness and food company, integral to the food supply chain. With a diversified business across origination, processing, and refined…

OpenJune 20, 2026

KWS SAAT SE & Co. KGaA (KNKZF)

KWS SAAT SE & Co. KGaA (KWS.DE) is a global leader in plant breeding, focusing on sugar beet, corn, and cereals. As the world grapples with food security…

OpenJune 12, 2026

Dole plc (DOLE)

Dole Stock Pick: Global Food Supply Chain Value Play for 2026Portfolio: Food Security PortfolioCompany: Dole plcTicker: DOLEPrimary listing: NYSEWhy Dole Fits a Food Security PortfolioDole plc is one…

OpenNovember 15, 2025

Deere & Company (DE)

Deere & Company (NYSE: DE) is a global leader in agricultural machinery and precision agriculture technology. As the world faces increasing food demand from a growing population and…

OpenOctober 1, 2025

Tyson Foods, Inc. (TSN)

Tyson Foods, Inc. (NYSE: TSN) is a global leader in protein production and processing, with a diversified portfolio across chicken, beef, pork, and prepared foods. The company is…

OpenOctober 1, 2025

Nutrien Ltd. (NTR)

Nutrien Ltd. (NYSE: NTR) is the world's largest provider of crop inputs and services, with leading positions in potash, nitrogen, and phosphate. The company benefits from a diversified…

OpenOctober 1, 2025

GEA Group AG (GEAGF)

GEA Group AG (XETRA: G1A.DE) is a leading provider of process technology and components for the food and beverage industry. The company's equipment and solutions are critical for…

OpenOctober 1, 2025

Fresh Del Monte Produce Inc. (DMC)

Fresh Del Monte Produce Inc. (NYSE: FDP) is a leading vertically integrated producer, marketer, and distributor of fresh fruits and vegetables. The company operates across the global food…

OpenOctober 1, 2025

Cal-Maine Foods, Inc. (CALM)

Cal-Maine Foods, Inc. (NASDAQ: CALM) is the largest producer and distributor of shell eggs in the United States, with a market share of approximately 20%. The company operates…

Portfolio reviews

Latest portfolio reviews

August 3, 2026

Food Security Portfolio Weekly Review: Fertilizers Lead, Corteva Exits

Portfolio Overview The Food Security Portfolio is designed to capture opportunities across the global food supply chain, from agricultural inputs and production to processing and distribution. As of…

July 27, 2026

Food Security Portfolio Weekly Review: Fertilizers Surge, Fresh Produce Lags – July 24, 2026

Portfolio Performance Overview As of July 24, 2026, the Food Security Portfolio has delivered mixed results. Leading performers include CF Industries (CF, +18.56%), GrainCorp (GRCLF, +15.28%), and Wilmar…

July 19, 2026

Food Security Portfolio Weekly Review: Fertilizers Lead, Seafood Lags – Three Positions Closed

Portfolio Overview The Food Security Portfolio (ID 178) is a thematic global portfolio focused on food supply chains, including seeds, fertilizers, farm equipment, seafood, and food processing. As…

July 12, 2026

Food Security Portfolio Weekly Review: Fertilizers Lead, Aquaculture Lags – July 10, 2026

Portfolio Performance Overview As of July 10, 2026, the Food Security Portfolio delivered mixed returns. The standout performer was CF Industries Holdings (CF) with a +10.84% return, driven…

July 5, 2026

Food Security Portfolio Weekly Review: Fertilizer Strength Offsets Seafood Weakness

Portfolio Performance OverviewAs of July 2, 2026, the Food Security Portfolio exhibits a mixed performance across its holdings. Fertilizer and agricultural input stocks continue to show strength, while…

June 28, 2026

Food Security Portfolio Weekly Review: Closing Underperformers, Staying the Course on Ag & Protein

Portfolio Performance OverviewThe Food Security Portfolio delivered a mixed week, with several positions hovering near breakeven and a few showing modest gains. The portfolio's thematic focus on global…

June 21, 2026

Food Security Portfolio Weekly Review: Steady as She Goes – No Changes Recommended

Portfolio Overview The Food Security Portfolio (ID: 178) is a thematic global portfolio focused on the entire food supply chain, from agricultural inputs and equipment to production, processing,…

June 13, 2026

Food Security Portfolio Weekly Review: Dole Anchors Fresh-Produce Supply Chain Exposure

Food Security Portfolio Weekly Review Review date: June 12, 2026 The Food Security Portfolio is currently a focused thematic portfolio built around global food supply chains. The only…

Closed stock picks

Closed positions

ClosedOctober 1, 2025

Corteva, Inc. (CTVA)

Corteva, Inc. (NYSE: CTVA) is a global pure-play agriculture company that provides seeds, crop protection, and digital solutions. As the world faces mounting food security challenges, Corteva's innovative…

ClosedNovember 1, 2025

Darling Ingredients Inc. (DAR)

Darling Ingredients Inc. (NYSE: DAR) is a global leader in transforming animal by-products and food waste into sustainable ingredients, including proteins, fats, and renewable energy feedstocks. The company…

ClosedOctober 1, 2025

LDC (Louis Dreyfus Company) B.V. (LVMHF)

Louis Dreyfus Company (LDC) is a leading global merchant and processor of agricultural goods, with a strong presence in grains, oilseeds, coffee, cotton, and sugar. Listed on Euronext…

ClosedOctober 1, 2025

Tetra Technologies, Inc. (TTI)

Tetra Technologies (NYSE: TTI) is a leading provider of water management, water recycling, and water treatment solutions, primarily serving the energy and industrial sectors. However, its technology is…

ClosedSeptember 22, 2025

Alico, Inc. (ALCO)

Alico, Inc. (NASDAQ: ALCO) is a diversified agricultural land management company primarily engaged in citrus production and land leasing in Florida. The company owns approximately 130,000 acres of…

ClosedJuly 17, 2025

Toro Company (TTC)

The Toro Company (NYSE: TTC) is a leading provider of irrigation systems, outdoor lighting, and turf maintenance equipment. Its products are essential for agricultural productivity and water conservation,…

ClosedOctober 1, 2025

Olam Group Limited (OLGPF)

Olam Group Limited (SGX: OLAM) is a global leader in the sourcing, processing, and distribution of agricultural commodities and food ingredients. With operations spanning over 60 countries, Olam…

ClosedJuly 17, 2025

Ginkgo Bioworks Holdings, Inc. (DNA)

Ginkgo Bioworks (NYSE: DNA) is a leading synthetic biology platform company that designs custom microbes for applications across food, agriculture, and pharmaceuticals. In the context of food security,…

ClosedAugust 1, 2025

Lindsay Corporation (LNN)

Lindsay Corporation (NYSE: LNN) is a global leader in irrigation and infrastructure solutions, specializing in center pivot and lateral move irrigation systems, as well as road safety and…

ClosedAugust 15, 2025

The Mosaic Company (MOS)

Investment ThesisThe Mosaic Company (NYSE: MOS) is a leading integrated producer of potash and phosphate fertilizers, essential for global food security. After a cyclical downturn in 2023-2024, fertilizer…

ClosedJuly 17, 2025

CropEnergies AG (SUEZF)

CropEnergies AG (CE2.DE) is a German-based company that produces bioethanol, protein feed, and food-grade CO2 from agricultural raw materials. As a key player in the European food supply…

ClosedJuly 17, 2025

Grieg Seafood ASA (GRGSF)

Grieg Seafood ASA (OSE: GSF.OL) is a leading Norwegian salmon farming company with operations in Norway and Canada. The company has faced headwinds from biological challenges and cost…